LPbacked
Log inGet Started

Citrin Cooperman Wealth Management

Also known as CCWM

Wealth ManagerNew York, United StatesFounded 1997
$1.0B
Assets Under Management
New York
Headquarters
Get Citrin Cooperman Wealth Management’s Contact Details Website

About Citrin Cooperman Wealth Management

Citrin Cooperman Wealth Management (CCWM) is a wealth management firm based in New York, New York. Established in 1997, the firm provides multi-family office services, personal financial planning services, and wealth preservation services to its clients. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Preferred Investment Types

Venture CapitalPrivate EquityInvestment Funds

Preferred Sectors & Themes

AI/Robotics/Machine LearningAugmented & Virtual Reality (AR & VR)Big DataCloud InfrastructureCybersecurityDeepTechDigital TechnologyIoT TechnologySaaSHealthcare ServicesHealth & Wellness ProductsResidential Property Acquisition & DevelopmentCommercial Property Acquisition & DevelopmentWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningCharitable Investments

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in New YorkLimited Partners in United StatesLP Database

Related Wealth Managers in United States

Northern Trust Wealth Management
Chicago, United States
$1300.0B AUM
AB Custom Alternative Solutions
Nashville, United States
$829.0B AUM
Allspring Global Investments
Charlotte, United States
$550.0B AUM
Apella Wealth
West Hartford, United States
$384.0B AUM
Morgan Stanley Private Wealth Management
Purchase, United States
$369.7B AUM
CAPTRUST Financial Advisors
Raleigh, United States
$360.0B AUM

Frequently asked questions

What type of investor is Citrin Cooperman Wealth Management?

Citrin Cooperman Wealth Management is a wealth manager based in New York, United States, managing approximately $1.0B in assets.

Where is Citrin Cooperman Wealth Management headquartered?

Citrin Cooperman Wealth Management is headquartered in New York, United States.

How much does Citrin Cooperman Wealth Management manage?

Citrin Cooperman Wealth Management manages approximately $1.0B in assets under management.

When was Citrin Cooperman Wealth Management founded?

Citrin Cooperman Wealth Management was founded in 1997.

What does Citrin Cooperman Wealth Management invest in?

Citrin Cooperman Wealth Management focuses on Venture Capital, Private Equity, Investment Funds, AI/Robotics/Machine Learning, Augmented & Virtual Reality (AR & VR), Big Data, Cloud Infrastructure, Cybersecurity.

How can I contact Citrin Cooperman Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Citrin Cooperman Wealth Management are available on LPbacked. Create a free account to access them.